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Courtney Roberts, Management Consulting Expert in Shawnee, United States
Courtney Roberts

Management Consulting Expert in Shawnee, United States

Member since May 11, 2022
Courtney is an executive-level professional that has successfully scaled businesses and helped them exceed growth goals. She has a proven track record in strategic planning, change management, and strategy implementation. As a chief operating officer, she grew a financial services firm from $50 million to $2 billion in assets under management. Courtney has also acted as an integrator in the entrepreneurial operating system (EOS) model and is willing to help other businesses scale and grow.
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Career Highlights

Education

Select Certifications

Case studies

  • Sales Team Reorganization
    Sales Team Reorganization
    • Change Management
    • Business
    • Organizational Design
    • Implementation
    • Business Strategy
    • Microsoft PowerPoint
  • Process Overhaul
    Process Overhaul
    • Change Management
    • Process Design
    • Organizational Design
    • Operations
    • Implementation
    • Business Strategy
    • Digital Transformation
  • Restructure of Service Team
    Restructure of Service Team
    • Client Services
    • Organizational Design
    • Salesforce
    • Operations
    • Implementation
    • Business Strategy
    • Customer Experience
    • Microsoft PowerPoint

Software Expertise

  • Entrepreneurial Operating System (EOS)

Other Expertise

  • Change Leadership
  • Change Management
  • Consulting
  • Human Capital Strategy
  • Implementation
  • Operations
  • Organizational Design

Employment

  • Marketing Consultant

    2022 - PRESENT
    Freelance
    • Consulted with CEO on business process improvements to increase employee experience and productivity.
    • Held accountable for all financial reporting and updates in QuickBooks.
    • Increased lead conversions with SEO optimization and improved CTAs.
    Focus areas: SEO Tools, WordPress Management, Blogging, SEO Content, Optimization, Social Media, Double-entry Bookkeeping, Invoicing, Process Mapping, Document Management, Skype for Business, Asana, Google, Gmail, Business, Organizational Design, Strategic Planning & Execution, IT, Human Resources (HR), Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban

  • Director of Operations

    2022 - PRESENT
    TinySeed
    • Overhauled the financial reporting process to provide cash flow clarity.
    • Defined and documented processes for internal clarity and as marketing tool for potential investors.
    • Managed all HR functions from recruiting to payroll.
    Focus areas: Financials, HR Analytics, Investor Relations, Change Management, Process Mapping, Process Design, Manuals & Documentation, Double-entry Bookkeeping, CFO, COO, IT, Sales Tax, VAT Return Preparation, Skype for Business, Google, Gmail, Business, Organizational Design, Strategic Planning & Execution, Human Resources (HR), Human Capital Strategy, Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban

  • CFO

    2017 - PRESENT
    Freelance
    • Built the social media following to increase engagement.
    • Established a system for financial reporting that was easily presentable to the members.
    • Created a process for collaboration of goals and ideas to increase engagement from the community.
    Focus areas: Double-entry Bookkeeping, Financials, Financial Data, Reporting, Sales Tax, Taxation, Accounts Payable, Year-end Accounts, Tax Accounting, Social Media, G Suite, Document Management, WordPress, Google, Gmail, Business, Organizational Design, Change Management, Change Leadership, Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban

  • COO

    2013 - 2022
    Barber Financial Group
    • Executed and implemented the strategic planning that resulted in the growth of $500 million to over $1 billion in assets under management.
    • Reorganized the entire organizational and accountability chart to increase efficiency, client experience, and employee satisfaction.
    • Led an organizational initiative on client retention—successfully launched and executed a client survey and an enhanced service program and defined the organization’s referral strategy.
    • Created and executed defined processes and procedures for the entire organization, including employee handbook, compliance manual, and internal brain.
    • Worked with the entrepreneurial operating system (EOS) process and implemented the organization pulse process to gauge employee engagement.
    • Designed and coordinated restructure that enabled record growth and employee satisfaction.
    • Served as the chief human resources officer (CHRO), managing sourcing, recruitment, onboarding, benefits, employee incentive programs, monthly staff meetings, drafting and maintaining job description, organizational chart, and accountability chart.
    • Led the marketing and business development teams to increase lead flow and conversions.
    • Restructured and streamlined the client onboarding process.
    • Collected, cleaned, and provided modeling and analysis of structured and unstructured data used for business analytics and forecasting.
    Focus areas: Change Management, Organizational Design, Key Performance Indicators (KPIs), Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Sales Operations, Business Development, Marketing, Implementation, Consulting, Entrepreneurial Operating System (EOS), Process Improvement, Process Mapping, Microsoft, Microsoft Teams, Salesforce, Asana, Google, Gmail, Business, FINRA, Fractional CFO, COO, Compliance, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Kanban

Education

  • Master of Business Administration (MBA) in Finance
    2009 - 2010
    Baker University - Baldwin City, Kansas, USA
  • Bachelor's Degree in Social Science
    2000 - 2004
    Kansas State University - Manhattan KS

Certifications

  • The Financial Industry Regulatory Authority (FINRA)
    APRIL 2007 - PRESENT
    FINRA Organization
  • Series 7 – General Securities Representative Exam
    FEBRUARY 2007 - PRESENT
    FINRA – Financial Industry Regulatory Authority

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